Discovery

The Vita Group utilizes a comprehensive discovery process to gain a clear understanding of our client’s most important financial, personal and philanthropic desires.

During this process we will align with our client’s existing advisor’s to formulate a solution that addresses the client’s directives and is supported by each member of the advisory team.

Throughout this phase, we are in constant communication with our clients. This serves to inform us of any changes to the client’s situation while allowing us to provide updates to the plan’s progress.